Kiwisaver™ Articles and Infomation
Tragically, it seems many New Zealanders are badly informed about KiwiSaver, so it is worth rehearsing the 10 basic product features of a scheme that even those enrolled in it, fail to grasp. LOCKED UP: Startlingly, many banking ombudsman cases come up when people try to take their money out. KiwiSaver funds are, for most … Read more…
Buying your first home is an exciting milestone in your life. If you’re a KiwiSaver member, you could be eligible for a significant kick-start to help make your home ownership dream a reality. Stewart Financial Group can help you navigate the home buying process by assisting with exiting your cash from KiwiSaver and the structure … Read more…
It’s amazing the opportunities that arise when you find yourself seated on an overseas flight beside the director of a global fund manager. That’s what happened to Hastings-based financial adviser, Nick Stewart, of Stewart Financial Group, in October 2007 when he sat alongside an executive of Dimensional Fund Advisors, a wholesale fund management firm. The … Read more…
Teaching financial literacy at school would save debt-plagued Kiwis a lot of trouble later in life, a Hastings financial adviser says. The comments follow an OECD report that’s found Kiwi teenagers have above average financial literacy, but students from poorer backgrounds are likely to be less money savvy than their richer peers. The OECD PISA … Read more…
Word is spreading about our two Asset Class funds in the Fidelity KiwiSaver Scheme and we have tipped the $10 million investment mark in less than a year. The two funds have been incredibly well received since they were launched, less than a year ago, and there is already $10.2 million invested in the Asset … Read more…
Hawke’s Bay locals are reaping the rewards of work done by recently recognised Nobel Prize winner Eugene Fama. Fama, one of the economists whose ground-breaking research in the 1970s on asset pricing and markets inspired the founding of Dimensional, a large US based management fund, has been awarded the Nobel Prize in Economics. The analytics … Read more…
If you are 5 or 45 years away from retirement, joining KiwiSaver is a ‘no brainer’ option. There is the free $1,000 kick-start from the Government, which gets your KiwiSaver savings and compounding returns started immediately; member tax credits for contributing members aged between 18 and 65 years (currently up to a maximum of $521 … Read more…
In a coup for Hawke’s Bay, wealth and risk management specialist Stewart Group is now an asset consultant for Fidelity Life’s KiwiSaver schemes that include Texas-based Dimensional Funds Advisors’ (DFA) funds. Dimensional is the eighth-largest funds adviser in the United States. “The Asset Class Conservative Kiwi Fund and Asset Class Growth Kiwi Fund Asset with … Read more…